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Genesys

Senior Financial Analyst, CS Insights

Posted 6 Days Ago
5 Locations
76K-140K Annually
Mid level
5 Locations
76K-140K Annually
Mid level
Support customer success reporting, conduct budget variance analysis, develop Tableau dashboards, and provide actionable financial insights for leadership.
The summary above was generated by AI

Genesys empowers organizations of all sizes to improve loyalty and business outcomes by creating the best experiences for their customers and employees. Through Genesys Cloud, the AI-powered Experience Orchestration platform, organizations can accelerate growth by delivering empathetic, personalized experiences at scale to drive customer loyalty, workforce engagement, efficiency and operational improvements.

We employ more than 6,000 people across the globe who embrace empathy and cultivate collaboration to succeed. And, while we offer great benefits and perks like larger tech companies, our employees have the independence to make a larger impact on the company and take ownership of their work. Join the team and create the future of customer experience together.

Join the Strategic Finance team at Genesys as a Senior Financial Analyst supporting the Customer Success (CS) organization. In this role, you’ll bridge the gap between business operations and finance—translating data into insights and driving performance across key business metrics for executive leadership. 

Success in this role requires a mix of collaboration, autonomy, and strong analytical instincts. You will support recurring reporting, ad hoc analysis, metric tracking, and dashboard development to uncover key business drivers. It’s a great fit for someone who enjoys framing strategic questions, working with data, and uncovering meaningful insights. 

This role will report to the Finance Manager for CS Finance. 

Key Responsibilities: 

  • Support monthly reporting and presentations on customer renewals and retention by updating data sets and highlighting key insights for leadership 

  • Generate weekly CS sales opportunity pipeline statistics  

  • Support annual budget creation and conduct variance analysis throughout the year 

  • Maintain CS Finance portal content, ensuring dashboards and leadership presentations are well-organized and easily accessible 

  • Develop and optimize Tableau dashboards to improve reporting efficiency 

  • Identify new areas of focus and develop analyses to better understand customer behavior and drive the strategy of the CS organization 

Key Qualifications: 

  • BS/BA or equivalent in Finance, Economics, Accounting, Data Science, or related field preferred 

  • 3+ years of experience in finance, consulting, or accounting environment  

  • Familiarity with revenue and key SaaS KPIs (Renewals, Retention, Pipeline, ARR, etc.) 

  • Naturally empathetic, trustworthy, collaborative, and curious 

  • Thrives in fast-paced, complex environments; able to manage multiple priorities independently with strong attention to detail and a results-driven mindset. 

  • Analytical and resourceful communicator who can translate complex financial data into clear, actionable business insights. 

  • Comfortable working with large and occasionally unstructured or incomplete data sets 

  • Demonstrated experience developing financial models and analyzing data sets in Excel 

  • Proficiency with SQL, Tableau, Snowflake, or similar data query and visualization tools preferred 

  • Experience using AI-powered tools for analysis, reporting, or productivity preferred 

#LI-DNP

Compensation:

This role has a market-competitive salary with an anticipated base compensation range listed below. Actual salaries will vary depending on a candidate’s experience, qualifications, skills, and location. This role might also be eligible for a commission or performance-based bonus opportunities.  

$75,600.00 - $140,400.00

Benefits:

  • Medical, Dental, and Vision Insurance. 

  • Telehealth coverage

  • Flexible work schedules and work from home opportunities

  • Development and career growth opportunities

  • Open Time Off in addition to 10 paid holidays

  • 401(k) matching program

  • Adoption Assistance

  • Fertility treatments

More details about our company benefits can be found at the following link: https://mygenesysbenefits.com

If a Genesys employee referred you, please use the link they sent you to apply.

About Genesys:

Genesys empowers more than 8,000 organizations in over 100 countries to improve loyalty and business outcomes by creating the best experiences for their customers and employees. Through Genesys Cloud, the AI-powered Experience Orchestration platform, Genesys delivers the future of CX to organizations of all sizes so they can provide empathetic, personalized experience at scale. As the trusted platform that is born in the cloud, Genesys Cloud helps organizations accelerate growth by enabling them to differentiate with the right customer experience at the right time, while driving stronger workforce engagement, efficiency and operational improvements. Visit www.genesys.com.

Reasonable Accommodations:

If you require a reasonable accommodation to complete any part of the application process, or are limited in your ability to access or use this online application and need an alternative method for applying, you or someone you know may contact us at [email protected].

You can expect a response within 24–48 hours. To help us provide the best support, click the email link above to open a pre-filled message and complete the requested information before sending. If you have any questions, please include them in your email.

This email is intended to support job seekers requesting accommodations. Messages unrelated to accommodation—such as application follow-ups or resume submissions—may not receive a response.

Genesys is an equal opportunity employer committed to fairness in the workplace. We evaluate qualified applicants without regard to race, color, age, religion, sex, sexual orientation, gender identity or expression, marital status, domestic partner status, national origin, genetics, disability, military and veteran status, and other protected characteristics.

Please note that recruiters will never ask for sensitive personal or financial information during the application phase.

Top Skills

Excel
Snowflake
SQL
Tableau

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